Posted 3 months ago
Personal Lines Insurance Broker
@ Collectivfide Insurance Brokers Inc.
Burlington, Ontario
Overview
Utter Morris Insurance Brokers, a family-owned Burlington brokerage, is hiring a full-time Personal Lines Insurance Broker. The role manages a portfolio of personal lines clients, handles quotes, renewals and claims, and identifies cross-selling and remarketing opportunities. The posting lists competitive compensation with commission on new business, health and dental benefits and employer pension matching.
Responsibilities:
- Manage a portfolio of personal lines clients
- Prepare quotes and handle new business, renewals and endorsements
- Assess client risks and recommend coverage
- Generate new business through referrals, cross-selling and up-selling
- Help clients navigate the claims process
Requirements summary:
- Active RIBO licence
- Previous personal lines brokerage experience
- Knowledge of personal lines products and underwriting principles
- Strong verbal and written communication skills
- Experience with Applied EPIC is an asset
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · bamboohr
- Employer posting date
- 2026-08-11
- First seen by our source
- 2026-10-08
- Source record updated
- 2026-10-09
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Sales |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | RIBO |
| Perks mentioned | Generous paid time off, Retirement plan, Tuition support, Performance bonus |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Collectivfide Insurance Brokers Inc.
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Trust is Mutual.
Full company description
A Partnership with a Purpose. At Collectivfide, we operate under the principle that mutual insurers and their broker partners are stronger when they work together. Formed in 2019, Collectivfide’s shareholders represent mutual insurance companies in Ontario and across Canada with more than a century-and-a-half of experience to draw upon. The company is committed to protecting the independent broker distribution channel. By working alongside our partners, we support brokerages with all facets of their operations in order to help them focus on what matters most - serving and building relationships with members of the communities they serve. We are driven by a purpose that is bigger than just profit. By giving back, we are helping our communities thrive, providing us with a sense of ownership, pride, and meaningful contribution. At Collectivfide, trust is mutual.
- LinkedIn followers
- 922
- People associated on LinkedIn
- 31
- Reported office locations
- 350 Pinebush Rd, Cambridge, Ontario N1T 1Z6, CA
- Business categories
- Advice
- Insurance
- Financial Services
- Other recorded names
- Collectivfide Insurance Brokers Inc.
- Collectivfide Insurance Group Inc.
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
A Partnership with a Purpose. At Collectivfide, we operate under the principle that mutual insurers and their broker partners are stronger when they work together. Formed in 2019, Collectivfide’s shareholders represent mutual insurance companies in Ontario and across Canada with more than a century-and-a-half of experience to draw upon. The company is committed to protecting the independent broker distribution…
| Field | Value |
|---|---|
| Industry | Insurance |
| Company size | 11-50 employees |
| Headquarters | Cambridge, Ontario |
| Organization type | Privately Held |
| Year founded | 2019 |
| Open jobs on Jobsy | 13 |
| View page |
At Utter Morris Insurance Brokers, we believe insurance is ultimately about people. We’ve been part of the Burlington community for nearly a century, and since 1927, our family-owned brokerage has built its reputation on strong relationships, personal service, and doing right by our clients.
We’re a mid-sized brokerage with a close-knit team. We take our work seriously, support each other, and make sure there’s time to enjoy the people we work with and celebrate our successes.
We’re looking for a full-time Personal Lines Insurance Broker to join our team. This is a client-facing role for someone who enjoys building relationships, providing thoughtful insurance advice, and taking ownership of their accounts.
The Role
You’ll be responsible for looking after the day-to-day needs of personal lines clients while also helping identify opportunities to strengthen and grow our book of business.
Your responsibilities will include:
- Managing a portfolio of personal lines clients and providing responsive, knowledgeable service
- Preparing quotes and handling new business, renewals, endorsements, policy changes, and other account activity
- Reviewing client information and underwriting documentation for accuracy and completeness
- Assessing client risks and recommending coverage that fits their individual needs
- Working directly with insurance carriers and advocating for clients when issues arise
- Reviewing accounts and identifying opportunities for additional coverage or improved solutions
- Generating new business through referrals, existing client relationships, cross-selling, and up-selling
- Remarketing accounts when appropriate to ensure clients have competitive coverage and pricing
- Reporting claims and helping clients navigate the claims process from start to finish
- Following up on outstanding requests and keeping accounts organized and current
- Maintaining accurate information in carrier portals and Applied EPIC
- Developing strong working relationships with our insurance markets
- Keeping informed about changes to products, underwriting requirements, and the insurance marketplace
- Working with colleagues to create a consistent and positive client experience
What Makes You a Great Fit?
The right person for this position will be someone who is comfortable taking ownership of their work, enjoys interacting with clients, and can balance service, accuracy, and business development.
You’ll ideally have:
- An active RIBO license
- Previous personal lines brokerage experience and familiarity with managing a book of business
- Strong verbal and written communication skills
- A natural ability to build and maintain client relationships
- Knowledge of personal lines insurance products and basic underwriting principles
- Excellent organization and attention to detail
- The ability to manage changing priorities and deadlines
- A proactive approach to finding solutions and following through
- The ability to work independently while being a supportive member of the team
- Experience with Applied EPIC is an asset
What You Can Expect From Us
We want our employees to have the tools, support, and opportunities they need to build a long-term career with us.
Our total rewards package includes:
- Competitive compensation
- Health and dental benefits
- Employer pension matching
- Generous vacation time
- Paid sick and personal days
- Volunteer days
- Commission opportunities on new business
- Support for industry courses and continuing education
- Opportunities for career development and advancement
- Strong relationships with our insurance markets
- A family-oriented workplace with a long-standing commitment to our employees
- Pawreavement Leave — because we know pets are family, too
Our Approach to Compensation
We believe compensation should be straightforward and transparent.
The salary range for this position is based on the experience, knowledge, skills, and responsibilities associated with the role. Where a successful candidate falls within the range will depend on their individual qualifications and relevant experience.
Candidates with significant directly related experience will generally be considered around the midpoint or higher. Candidates who are earlier in their career or continuing to develop their experience may start below the midpoint, with opportunities to progress as they take on additional responsibilities and demonstrate continued growth and performance.
Your individual compensation will ultimately reflect your experience, qualifications, skills, and the contributions you bring to Utter Morris.
Our Commitment to Accessibility
Utter Morris Insurance Brokers is committed to maintaining an inclusive, accessible, and barrier-free workplace. If you require accommodation at any point during the recruitment process, please let us know. We will work with you to understand and accommodate your individual needs.
Interested in Joining Us?
If you’re looking for a brokerage where relationships matter, your work is valued, and you can continue building your insurance career, we’d be happy to connect.
Real People. Real Conversations. Real Hiring.
We are hiring for future opportunities.
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